Strategic Business Management Advisors for High-Growth, SaaS Businesses

We build systems and processes to support your business’s long-term success.

We believe in a better, more efficient way of providing small-to-medium sized businesses with exceptional business management services. Whether your company is just getting started, or you’ve been in business for years, we’ll show you incredibly effective ways to organize and manage your strategy and finances, all while you stay focused on running your business.


At Left Mind, we serve SMBs by providing strategic business and financial management services that produce high-value results without the extreme costs normally charged by larger consulting companies for these same types of services and expertise, or from directly hiring a full-time CFO.

We specialize in using industry metrics, data, and KPIs to build analyses that help make better business decisions. When coupled with our experience in strategic financial management and accounting, the level of value we provide SMBs is unmatched. We produce financial tools and implement processes to immediately increase management access to data and analyses that can be used to guide strategic business decisions and the overall business plan.

One of the businesses we’ve worked with was a mid-sized, rapidly growing SaaS company that specialized in building online community software, named Socious. 

I only wish we had come to Left Mind for help when we first started our company. 

Scott Balthazor, Co-founder – Socious

Prior to hiring Left Mind, the Socious management team was focused on practical, day-to-day elements of their business. We proceeded to build key financial reports, industry metric analyses, and put strategic financial planning tools in place that helped the team make better business decisions. This work helped management understand their true strengths and weaknesses, and how they could better organize and leverage their business.

As financing and acquisition opportunities presented themselves, the Socious team was able to quickly pivot utilizing the strategic and financial expertise provided by Left Mind. This partnership contributed to the successful sale of the company at a significant premium 2x above management’s original target price.   

If your company doesn’t yet have a key strategic financial advisor or CFO, please contact us today. We’d be thrilled to connect with you to discuss ways we can work together on the future of your business.


Jon Ferlise, CPA – Founder

Hi. My name is Jon and I’m the founder of Left Mind.

Over the span of 20+ years I’ve been fortunate to work in a number of roles — including senior-level corporate finance and accounting positions, and as a small business owner — that have helped me build a unique skill set with expertise in business management, marketing, financial planning and analysis, financial reporting, financial and managerial accounting, mergers and acquisitions, capital asset acquisitions, secured and unsecured financings, financial statement auditing, and more.

In 2014, I made the decision to forge my path as an entrepreneur, leaving the corporate world behind. I started Left Mind and set out on an incredible journey of working with and building businesses, using my experience to help them expand and create value within their market.

The transformation that’s currently underway in the business world towards virtual technologies is nothing short of incredible. I’m excited about the future and am humbled to be in the position to bring big-picture business and financial management skills, along with an entrepreneurial mindset, to help companies focus on value creation. 

If you have any questions I can answer or if your business needs a strategic business advisor, please contact me today.

Thanks again for stopping by.




20+ years finance experience
13 years accounting & financial reporting
9 years Entrepreneur
7 years FP&A
6 years senior-management
4 years corporate finance